Jepq holdings.

SPYD's top holdings include some high quality defensive names such as Southern Co ... I'm long several thousand shares of JEPI, JEPQ, and QYLD each. They pay the bills! Reply Like (1) u. usiah. 18 ...The top 4 companies that Divo holds comprise nearly 22% of this fund, the top 4 equity holdings of JEPQ makeup nearly 32% of the fund. That's the main reason JEPQ is more volatile than DIVO.JEPQ’s holdings have an average price-to-earnings multiple of 22.3 versus an average P/E multiple of 19 for JEPI. SDIV is interesting for its sky-high yield and deserves credit for its long-term ...JEPQ, Covered Call Positions and Stock Holdings Unfortunately for investors in JEPQ, this year, the ETF hasn’t lived up to that promise. The fund is up 27.9%, but that sharply lags the 44.3% ...JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Performance. JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Performance. The total return for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock is 25.72% over the past 12 months. So far it's up 32.17% this year. Includes price appreciation + reinvested dividends.Web

Top 10 Holdings. J.P. Morgan Nasdaq Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPQ exchange traded fund holdings for better informed ETF trading.In depth view into JEPQ (JPMorgan Nasdaq Equity Premium Inc ETF) including performance, dividend history, holdings and portfolio stats. JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) 48.73-0.55 (-1.12% ...

JEPQ vs. JEPI - Performance Comparison. In the year-to-date period, JEPQ achieves a 32.16% return, which is significantly higher than JEPI's 7.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.

See the top 5 holdings and sector weightings of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), an exchange-traded fund that invests in U.S. equities with high dividend yield. The fund has 81.61% of its assets in stocks and 0.00% in bonds, with a median market cap of N/A. Leverage the “All Holdings” tab to get a comprehensive listing of securities that comprise each of the 20,000+ mutual funds and ETFs available on YCharts. Update the period view for a given month within a 10-year rolling basis, save the information to a watchlist for future reference, and even export the data as a .CSV file for offline use ...WebThis results in a portfolio that skews more towards large-cap technology stocks, as you can see in the overview of JEPQ’s top 10 holdings below. Like JEPI, JEPQ features an expense ratio of 0.35%.See which holdings any two equity ETFs have in common, along with top differences in exposure. For overlap across multiple ETFs use Portfolio Builder . Fund 1. Fund 2. Find Overlap. 84. Number of overlapping holdings. 16.8% …Web

Holdings. Compare ETFs JEPQ and QQQ on performance, AUM, flows, holdings, costs and ESG ratings.

No review of JEPQ would be complete without an in-depth look at the explicit and implicit costs of trading and holding JEPQ. JEPQ Expense Ratio. JEPQ’s expense ratio of .35% is quite a bit higher than most domestic index ETFs, but this is to be expected for a …

Top 10 Holdings. J.P. Morgan Nasdaq Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPQ exchange traded fund holdings for better informed ETF trading. Nov 24, 2023 · JEPQ is Nasdaq-only and has a high percentage of assets in the top 10 holdings (concentration risk). Covered call ETFs are a relatively new category. JEPI is older, more established, and has more assets under management than JEPQ. JEPQ has outperformed JEPI since JEPQ’s inception (see chart below for the latest). But both funds are immature. VUG News. 19 days ago - Loyal ETF Investors Rewarded With No Tax Bills - ETF Trends 23 days ago - VettaFi Voices On: Third-Quarter Earnings Season - ETF Trends 6 weeks ago - VettaFi Voices On: The Nature of Value - ETF Trends 2 months ago - 6 Best Growth ETFs to Buy Now - Kiplinger 6 months ago - Chart of the Week: Are There …DISTRIBUTION. 2022. $3.85. View the latest J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) stock price and news, and other vital information for better exchange traded fund investing.Top 10 Percentage. 25.16%. Asset Class. Equity. Category. Size And Style. Region. North America. See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.WebLearn everything you need to know about JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see ...

Learn everything you need to know about JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see ... While other ETFs in this space, like JEPI, the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ), ... FEPI owns just 15 stocks, and its top 10 holdings account for 67% of the fund.3.54%. Meta Platforms Inc Class A. META. 3.38%. View Top Holdings and Key Holding Information for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).JEPQ's portfolio is dominated by technology stock holdings and - prior to the A.I. driven technology stock boom of 2023, JEPI was significantly outperforming JEPQ.Nov 30, 2023 · I believe that JEPI and JEPQ sell one month calls 2 - 4% out-of-the money on no more than 20% of the value of their holdings. They sell calls on their respective indexes, NOT on their holdings. Case in point, JEPI currently sports a 30-day SEC yield of 8.48% and a 12-month rolling dividend yield of 11.04%, while JEPQ clocks in at 10.75% and 12.86% respectively. JEPQ vs JEPI: The VerdictWeb

Start Free Trial. A list of holdings for JEPQ (J.P. Morgan Nasdaq Equity Premium Income ETF) with details about each stock and its percentage weighting in the …May 3, 2023 · First, JEPQ via the ELNs, sells OTM calls on the NDX and not against the fund's stock holdings. Second, JEPQ's concentration is no different from DIVO, which also has a concentrated portfolio.

Sep 26, 2023 · JEPQ – JPMorgan Nasdaq Equity Premium Inc ETF – Check JEPQ price, review total assets, see historical growth, and review the analyst rating from Morningstar. With all of its top holdings projected to see large EPS increases, the market could move higher, and JEPQ right along with it. • AAPL $5.97 in 2023 to $7.14 in 2025, 19.6% increase • MSFT $9. ...While that is true, JEPI is far less concentrated in its top 10 holdings where the 10 largest holdings only make up ~15% of the portfolio compared to 41% for SCHD. Top 10 Weight: 40.72% Top 10 ...Check out performance and key metrics like expense ratio, live pricing and top holdings for JEPQ on Composer to incorporate into your own algorithmic ...Summary. J.P. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. This fund’s incremental improvements on a basic ...It's up 4.59% over the past month though, a bit better than the S&P's 3.69% gain. Looking back over the past 5 years, the Blackrock ETF, CII, has come closest to the S&P total return, based upon ...WebJepi and jepq will hold better in down market and will trail in bull market. Also dividends are variable and based on volatility. Which means the ideal time to buy and hold JEPI was starting a year ago, and until the next bull market starts. Then it would be better to hold something that would not cap the upside.

Summary. J.P. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. This fund’s incremental improvements on a basic ...

Feb 20, 2023 · JEPQ is a new fund that is heavily overweight big cap tech, but this ETF lacks diversity. ... 6.24% in Alphabet, and 5.46% in Amazon. These four companies make up nearly 32% of the holdings. JEPQ ...

A list of holdings for JEPQ (J.P. Morgan Nasdaq Equity Premium Income ETF) with details about each stock and its percentage weighting in the ETF.The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.98%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.94%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their …In depth view into JEPQ (JPMorgan Nasdaq Equity Premium Inc ETF) including performance, dividend history, holdings and portfolio stats. JPMorgan Nasdaq Equity Premium Inc ETF (JEPQ) 48.73-0.55 (-1.12% ...Fund Description. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. The Fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the Fund’s primary benchmark, the Nasdaq-100 Index ... SPYD's top holdings include some high quality defensive names such as Southern Co ... I'm long several thousand shares of JEPI, JEPQ, and QYLD each. They pay the bills! Reply Like (1) u. usiah. 18 ...Most minivans have a fuel tank that can hold between 15 and 20 gallons of gas. The number of gallons of gas a minivan holds depends on the make and model of the minivan.The Nasdaq has appreciated by 35.09% YTD after a horrific 2022. QYLD started 2023 at $15.86, and JEPQ was $40.67. YTD QYLD has appreciated by $1.62 or 10.21%, while JEPQ has increased $7.88 or 19. ...WebPrices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or ...May 3, 2023 · First, JEPQ via the ELNs, sells OTM calls on the NDX and not against the fund's stock holdings. Second, JEPQ's concentration is no different from DIVO, which also has a concentrated portfolio. Find JPMorgan Equity Premium Income ETF (JEPI) top 10 holdings and sector breakdown by %.Holdings in JEPQ have an aggregate rating of Moderate Buy based on 956 analyst ratings issued in the past year covering 43 companies (70.1% of the portfolio). JEPQ Aggregate Price Target. $52.06 6.46% Upside. High Prediction: $64.96: Average Prediction: $52.06: Low Prediction: $31.93:Web

JEPI holdings also closer to equal weighted than S&P 500. ~91 holdings from S&P 500, top weight is 1.64% for GOOG. History of JEPAX crashes may show that selection and weighting difference don't ...For example the top holdings of JEPQ will always be a combination of Apple , Microsoft , Amazon , Google , Meta , Nvidia and Tesla unless something drastically changes in the tech space.The JPMorgan Nasdaq Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciation. Price ($) Date. Value. 11/29/2023. $49.32. 11/24/2023. $49.23. 11/17/2023.Top 10 Holdings. J.P. Morgan Nasdaq Equity Premium Income ETF ETF holdings by MarketWatch. View complete JEPQ exchange traded fund holdings for better informed ETF trading. Instagram:https://instagram. can you trade on metatrader 4 without a brokerdread mar i touralternatives to coinbaseceo of exxonmobil Compare ETFs jepq and jepi on performance, AUM, flows, holdings, costs and ESG ratingsThis dividend-stock ETF has a 12% yield and is beating the S&P 500 by a substantial amount Last Updated: Jan. 28, 2023 at 8:14 a.m. ET First Published: Jan. 23, 2023 at 8:34 a.m. ET knbe newsdino sinclair However, this concentrated approach is evident as the top 7 holdings make up 45.16% of total assets. JEPQ's hybrid approach, combining equity holdings and one-month out-of-the-money call options ...Web cash app stocks to invest in 2023 ex/eff date type cash amount declaration date record date payment dateOverview Market Screener Sectors | JEPQ U.S.: Nasdaq J.P. Morgan Nasdaq Equity Premium Income ETF Watch list NEW Set a price target alert After Hours Last Updated: …JEPQ is a new fund that is heavily overweight big cap tech, but this ETF lacks diversity. ... 6.24% in Alphabet, and 5.46% in Amazon. These four companies make up nearly 32% of the holdings. JEPQ ...